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Practical legal ethics for the adviser presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 19 Jul 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • ethics – for everyone
  • initial attendance 
  • charging clause in a will / EPA 
  • the final reckoning?

 

 

Author profile

David Marks KC CTA
David Marks KC, CTA is a commercial Silk at the Queensland Bar practising principally in tax. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute and other professional bodies. He is a Chartered Tax Adviser and a registered Trust and Estates Practitioner. He received The Tax Institute’s Meritorious Service Award in 2013, and is on TTI’s Editorial Board. David also serves on the disciplinary panel of an international practitioner association. - Current at 10 July 2023
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This was presented at 2018 Death … and Taxes Symposium .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Incapacity issues: Powers of attorney, wills, super and binding nominations

Author(s):  Caite Brewer

Materials from this session:

Death in the new world, post-superannuation reform

Author(s):  Neal DALLAS,  Chris WYETH

Materials from this session:

Focusing on loans

Author(s):  Thomas TULLEY

Materials from this session:

Issues with life estates

Author(s):  Michael FLYNN

Materials from this session:

Workshop: Dealing with the business of estate administration

Author(s):  Peter J MCKNOULTY

Materials from this session:

Practical legal ethics for the adviser

Author(s):  David W MARKS

Materials from this session:

Helping my client make the best decisions with home, retirement and residential care

Author(s):  Greg Roberts

Materials from this session:

Tax liabilities – Who is responsible

Author(s):  Lyn Freshwater

Materials from this session:

International issues in situations where assets are located overseas, beneficiaries are residing overseas, or even your client dies overseas

Author(s):  Denise HONEY

Materials from this session:

Further details about this event:

 

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